CRM

PRMI’s powerful new CRM that allows us to send polished marketing content, access sales tools & so much more!

See how it can help grow your business.

Pipeline Access

Surefire allows you to log in and see where your client is at in our pipeline. You’ll also have access to notes about each file, so you can stay up-to-date on any documents needed, conditions and anything else that may be imperative to your client’s home loan.

Milestone Emails

Clients will continuously stay in-the-know about where they are at in the loan process. Milestone emails are automatically generated every step of the way. These emails also allow for cobranding, so you can ensure you’re making a lasting impression even after closing.

Co-branded Campaigns

Surefire allows us to send co-branded flyers, emails, even dynamic videos to ensure a cohesive experience for prospects allow us both to grow our business for years to come.